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Modify and delete a GEMS AI Insights Agent

Learn how to edit and remove Insights Agents

Updated over 3 weeks ago

Existing GEMS AI Insights Agents can be modified and deleted by Edit Users using the Agents' More Options icon.

In this scenario, we have noticed that the Insights Agent Missing Parents does not provide a description of its purpose. We therefore need to modify its Description field.

1. Locate and select the GEMS AI icon from anywhere in GEMS.

2. Click the Agents icon within the GEMS AI Assistant panel.

3. Locate the Insights Agent you wish to modify or delete. In this scenario, we'll locate Missing Parents.

4. Click the More Options icon in the top right corner of the Insights Agent and select either Edit or Delete, depending on what you want to do. In this scenario, we'll select Edit, since we wish to modify the Agent.

5. Update the necessary fields then click Save if you selected Edit in step 4. In this scenario, we'll update the Description field to read Identifies any companies who do not have any parent entities, then click Save.

Please note: The Insights Agents Entity snapshot timeline, Company risk analysis, and Red flag summary cannot be modified or deleted.


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